Summitas Wins Private Asset Management’s 2020 “Best Document/Content Management Service or Tool” Award
Innovative client portals provide a unique set of tools for secure collaboration Summitas, an innovative platform for secure, online client portals for family offices, wealth advisors, and other client-facing businesses has been named “Best Document/Content Management Service or Tool” by Private Asset Management magazine (PAM) at the 2020 PAM Awards. As the leading industry publication,......